by Robert Solomon | Apr 9, 2024 | B2B Software, CPG/Retail, Foodservice, GPO
After a relatively sleepy last few quarters, several transactions in the vertical B2B software world have been announced. In no particular, they are: Avetta was sold to EQT, a private equity firm, for a rumored $3 billion, including debt. Buyer’s Edge Platform...
by Robert Solomon | Feb 23, 2021 | B2B Software, Foodservice, Hospitalty, Logistics, order to cash
Olo, a multi-sided platform for the chain restaurant industry filed its S-1 last week. It is a fascinating business in a dynamic market–online food ordering and delivery. Olo’s numbers are gaudy: 94% Y/Y revenue growth 120%+ Net Revenue Retention 81%...
by Robert Solomon | Nov 16, 2020 | B2B Software, Electronic Payments, Foodservice, Key Success Factors, Marketplaces, Payments |
DoorDash filed for its IPO Friday. There are already great articles about the prospectus. I’m sure there will also be many financial “tear-downs”, so I’ll ignore the financial aspects of the IPO. Instead, I’m going to focus on the...
by Robert Solomon | Sep 23, 2014 | B2B Software, Foodservice, Pricing |
OpenTable was a great story. (I wrote about it almost exactly three years ago here.) To refresh your memory, the company went public in March, 2009 at the bottom of the stock market with a market cap of $700 million. Two years later its market cap rose to 5-6x that...
by Robert Solomon | Mar 4, 2014 | B2B Software, Foodservice, Healthcare, Industry Concentration
(This is the fifth in my scintillating series of posts on the nine value propositions offered by B2B platforms/multi-sided markets.) Value Proposition #5: Leveraged Contracts Leveraged contracts are a very small segment within the world of B2B platforms. Leveraged...
by Robert Solomon | Mar 3, 2014 | Airlines, Automobile, B2B Software, CPG/Retail, Foodservice
(This is the fourth in my series of posts on the nine value propositions offered by B2B platforms/multi-sided markets.) Value Proposition #4: Industry Catalogs There are plenty of catalog-based industries–office products and generic MRO are just two...
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